Lynn Thurgood (CRD# 2721398) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 28 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buck Wealth Strategies, LLC | Denver, CO | Nov 2023 - Current | < 1 |
| E.a. Buck Financial Services | Denver, CO | Nov 2023 - Current | < 1 |
| Ldt Enterprises, Inc. | Rio Rancho, NM | Jan 2015 - Current | 9 |
| Insurance Network, Inc. | Rio Rancho, NM | Oct 1995 - Current | 28 |
| Portside Wealth Group | Provo, UT | Apr 2023 - Nov 2023 | < 1 |
| National Gold Consultants | Rio Rancho, NM | Sep 2017 - Nov 2023 | 6 |
| Rare Coins Of New Hampshire | Rio Rancho, NM | Sep 2016 - Nov 2023 | 7 |
| Oxford Wealth Advisors, LLC | Rio Rancho, NM | Nov 2000 - Nov 2023 | 23 |
| Townsquare Capital | Rio Rancho, NM | Apr 2020 - Jun 2023 | 3 |
| The Church Of Jesus Christ Of Latter Day Saints | Albuquerque, NE | Jan 2018 - Dec 2021 | 3 |
| Horter Investment Management, LLC | Cincinnati, OH | Mar 2014 - Apr 2020 | 6 |
| Society For Financial Awareness | Rio Rancho, NM | Oct 2012 - Mar 2017 | 4 |
| Us Gold And Silver Advisors, Inc. | Rio Rancho, NM | Feb 2015 - Sep 2016 | 1 |
| New Mexico Tax Prep, LLC | Rio Rancho, NM | Oct 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- NM
- TX
-
Total Assets Under Management300MILLIONS
-
Total Number of Accounts1,979ACCOUNTS
-
Average Account Value$151,524
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.